The semiconductor space has been enveloped by an epic spat of M&A for the better part of the last two years, equaling nearly $200 billion in deals. Much of this urge to merge has been …
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On Thursday, shares of Nvidia (NVDA) were $67.77, and on Friday, following their Q3 results/Q4 guidance, the stock closed at $87.97, up 30%. There was no M&A, or corporate action, just the earnings report that …
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Event: Nvidia (NVDA) report their Q3 results tonight after the close. The options market is implying about a 8% one day move tomorrow, which is shy of the average over the last 4 quarters of about …
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On CNBC’s Fast Money last night, Carter Worth, Cornerstone Research’s star technician made the case for continued gains in large cap tech: When asked which sector looked the best on the charts Carter highlighted semiconductor …
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The semiconductor industry is in the midst of one of the most massive waves of consolidation the technology world has ever seen. Yesterday it was announced that Analog Devices (ADI) is making a near $15 …
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Here is a quick recap of trades that we initiated, closed, or debated in the week that was Nov 23rd to Nov 27th:
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Last night on CNBC’s Fast Money we had a brief discussion of the Pfizer Allergen merger agreement announced earlier that day. While there is little overlap in products, lots of cross selling and cost cutting …
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